InceptionR’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-716	Closed	-$287K	–	563
2023 Q2	$287K	Sell	716 -2,651	-79%	-$1.06M	0.15%	288
2023 Q1	$1.16M	Buy	3,367 +2,371	+238%	+$817K	0.37%	68
2022 Q4	$334K	Buy	+996	New	+$334K	0.18%	253